# EDocGen Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about EDocGen Software - reviews, pricing plans, popular comparisons to other Mortgage products and more. Source: https://www.capterra.com/p/168053/EDocGen --- # EDocGen Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on June 3, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) EDocGen ## What is EDocGen? DIY document generation system for business users to create documents from existing PDF and Word templates. #Interactive Generation: System auto-generates fillable forms (web forms) from your templates. You can also share them with external audiences. #Bulk Generation: Generate thousands of documents from MySQL/SQL Server/Oracle DB or Excel/XML/JSON data on click of a button. #On-Demand Generation: Integrate with CRM, ERP, and other Enterprise apps to generate documents on click of a button. ## What is EDocGen used for? [Document Generation](https://www.capterra.com/document-generation-software/)[Mortgage](https://www.capterra.com/mortgage-and-loans-software/) Top alternative Featured Overall rating Based on 2 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $99 Flat Rate, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for EDocGen?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.edocgen.com&name=EDocGen) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### EDocGen 4.5 (2) VS. [4.7 (4,229)](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/reviews/) Starting Price $99 Flat Rate, Per Month Starting Price $19.99 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (2) Ease Of Use 4.6 (2,767) Value For Money 5.0 (1) Value For Money 4.3 (2,143) Customer Service 5.0 (2) Customer Service 4.3 (1,911) ## EDocGen alternatives [4.5 (1,254)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [4.6 (6,072)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.7 (2,904)](https://www.capterra.com/p/158456/JotForm-4-0/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/) [4.7 (2,858)](https://www.capterra.com/p/227146/Microsoft-Word/reviews/) Starting price $9.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/227146/Microsoft-Word/) ## FAQs about EDocGen Overview ### What company size and specific industries is EDocGen built for? EDocGen is designed for organizations in healthcare, financial services, and insurance, especially companies that need document generation tools for regulated workflows. The vendor description does not specify a company size, so the product appears aimed at businesses of any size within these industries. Features and Usability ### What are the key features of EDocGen? EDocGen includes document generation, document automation, and contract drafting, along with customizable templates, fields, forms, and branding. It also offers CRM, contact management, workflow automation, batch processing, audit trail, access controls and permissions, digital signature, electronic signature, data import/export, API, and third-party integrations. Getting Started and Support ### What training and onboarding options does EDocGen offer? EDocGen provides in person training, live online sessions, and documentation to help teams get started. In person training supports direct instruction, live online sessions allow guided remote learning, and documentation offers written reference material for setup and feature review. Getting Started and Support ### What customer support options does EDocGen offer? EDocGen provides email/help desk support and chat for customer assistance. Since no reviewer feedback is available, support experience cannot be characterized from user reports. The listed channels indicate direct contact options for questions, but no claims can be made about response speed or helpfulness. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Access Controls/Permissions Define levels of authorization for access to specific files or systems API Application programming interface that allows for integration with other systems/databases Audit Trail A record of all activities within the system, including user access, changes made, etc. Batch Processing Software's ability to perform similar action on multiple similar files simultaneously Conditional Logic Capability of a software or system to make decisions and perform actions based on specified conditions Contact Management Manage, organize, and store contact information EDocGen 30 features Define levels of authorization for access to specific files or systems Application programming interface that allows for integration with other systems/databases A record of all activities within the system, including user access, changes made, etc. Software's ability to perform similar action on multiple similar files simultaneously Capability of a software or system to make decisions and perform actions based on specified conditions Manage, organize, and store contact information Create, edit, and revise contracts/written agreements Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Reports that show customers their invoices, payments, and balance on the account Add customized logos and colors to align with company branding Customize data fields to support various needs and use cases Customize contracts and forms to collect specific information Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Electronic signing method that validates the authenticity and integrity of a digital document Automated or logic-based workflows that assist in the creation of electronic documents Custom forms to streamline repetitious aspects of a document Store and organize documents in a centralized system Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Assemble applications and processes by dragging over and arranging pre-built components Digitally sign online documents Pre-made examples and templates for emails Store, manage and track all forms in a centralized location Manage and support multiple languages Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12) Create content in various formats, such as print, PDF, HTML and more Create, save, and re-purpose templates for emails, forms, etc. Sample files or documents that could be customized as needed or used as is Set up connections to third-party platforms to improve business processes Streamlining repetitive tasks and activities through automated and predefined workflows Features 4.5 (2) 4.5 Based on 2 reviews ## Pricing Value for money 5.0 (1) Free Trial Basic $99.00 Flat Rate,Per Month Value for money 5.0 (1) 5.0 Based on 1 reviews ## Support, customer service and training options Customer Service 5.0 (2) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (2) 5.0 Based on 2 reviews ## User reviews Overall rating 4.5 Based on 2 reviews Filter by rating 5(1) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent LC Lasse C. Sales Supporter Consumer Electronics ### "Easy one to many mail merge" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 28, 2021 Murphy offers hands down the best customer service, I've ever experienced. Always quick and correct support. It's very helpful for us, when needing to write "tailored" mass emails. Pros The most impactful feature, is that it allows us to create word documents and send emails quickly, without much coding/programming. Cons Limitations to not create Excel. The fact that it has to use an external mail sender. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MF Martha F. Sr Business Lender Banking ### "Very User Friendy" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 24, 2020 Getting members to sign loan documents through edoc is super easy and very easy to use! Pros With everyone not wanting to get out as much to do paperwork, it's so easy to send documents through edoc for signatures!! Cons Overall easy to use, only thing that might be better is if the authorization code was available for longer than 24 hours. Most of my members don't get into their email immediately to sign documents and their code expires. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.